Nexperia’s internal split is accelerating... and the ripple effects for automakers are real. With wafer supply now increasingly locked locally in China and ties to headquarters strained, the risk of renewed chip disruptions is rising. Add fresh ADAS consolidation and fast-moving tariff, EV, and safety regulation shifts, and 2026 planning gets tougher.
Sharp analysis of the Samsung-Harman/ZF deal. The consolidation in ADAS and telematics space is creating concentrated risk points that weren't there three years ago. What stands out is how this verticle integration around sensor suites and controllers shifts downstream suppliers from dealing with specialized ADAS firms to negotiating with massive conglomerates who have totally different procurement rhythms and margin expectations.
Good points! This is very true. As ADAS systems suppliers continue to consolidate, I wonder how much innovation and disruption will be affected. Financial stability can be traded for lots of things…
Sharp analysis of the Samsung-Harman/ZF deal. The consolidation in ADAS and telematics space is creating concentrated risk points that weren't there three years ago. What stands out is how this verticle integration around sensor suites and controllers shifts downstream suppliers from dealing with specialized ADAS firms to negotiating with massive conglomerates who have totally different procurement rhythms and margin expectations.
Good points! This is very true. As ADAS systems suppliers continue to consolidate, I wonder how much innovation and disruption will be affected. Financial stability can be traded for lots of things…